Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
VANGUARD PERSONALIZED INDEXING MANAGEMENT LLC | COM | 501 | $2,243,846 | 10,406 | 0.00 | 0.00 | -325 | -3.03 | 03-31-2024 |
EMPOWERED FUNDS LLC | COM | 502 | $2,241,258 | 10,394 | 0.00 | 0.00 | 8,472 | 440.79 | 03-31-2024 |
GUARDIAN INVESTMENT MANAGEMENT | COM | 503 | $2,191,879 | 10,165 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
TOBAM | COM | 504 | $2,191,000 | 10,163 | 0.20 | 0.27 | -1,759 | -14.75 | 03-31-2024 |